Wall Street Republicans Worry About Vance as Trump’s Running Mate (20-07-2024)
Yes bank (20-07-2024)
1QWithCNBCTV18 | #YesBank Q1
Net Profit Up 47% At Rs 502.4 Cr Vs Rs 342.5 Cr (YoY)
NII Up 12.2% At Rs 2,244 Cr Vs Rs 1,999.6 Cr (YoY)
Gross NPA At Rs 3,845 Cr Vs Rs 3,982.6 Cr (QoQ)
Net NPA At Rs 1,246 Cr Vs Rs 1,330 Cr (QoQ)
Gross NPA Ratio At 1.7% Vs 1.7% (QoQ)
Net NPA Ratio At 0.5% Vs 0.6% (QoQ)
Poonawalla Fincorp formerly Magma Fincorp (20-07-2024)
(post deleted by author)
Tomato prices soar to Rs 100 per kg in Delhi (20-07-2024)
Elecon Engineering Limited (20-07-2024)
A update post as have been active on the thread for sometime.
I have sold all my holdings its been a stellar run for me in last 3 years. Plan to be in cash for few days /month and scout for better opportunity to invest.
With elecon being among top 3 positions before the sell with latest quarter result decided to book profits .
Disc - personal view not a advise
StageInvesting +Elliot Waves (20-07-2024)
Excellent and timely prescience on Justdial.
Results were excellent as well.
Co seems to have great reach n brand among SME sector allover India. Its moat seems to be network effect and brand. Takeover by RIL is leading to better cordination & cutting of costs in telecom and other costs asw ell
Just dial sitting on 3800 crore reserves . Co has assured good dividend or buyback which may further rerate this zero debt huge FCF company.
Discl- Invested after Stageinvesting headsup hence biased .
Sunteck Realty – Quality Real Estate Company (20-07-2024)
As per latest shareholding pattern, Pabrai fund has completely exited this business.